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Saturday, May 12, 2012

28nm and QCOM, NVDA

When QCOM reported its recent quarter, the stock took a big hit due to the perception of supply chain issues related to the 28nm chip.

Looks like QCOM is not alone. NVDA is seeing the same supply constraint. The issues with the 28nm chips looks to be an industry issue, not company specific.

Based on what NVDA had to say, looks like the demand for mobile chips is quite strong.

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